DIGITIMES observes that as AI accelerators continue to grow in size, substrate dimensions are gradually moving beyond 100x100mm. Warpage issues in organic substrates have...
DIGITIMES observed that Nvidia is advancing an optics-on-interposer (OOI) architecture that moves the optical engine from an organic substrate to a silicon interposer to increase interconnect...
The rise of local large language models (LLMs) and AI agents is reshaping operating system competition, according to DIGITIMES Intelligence. While Windows dominates through its software...
Global server shipments are forecast to reach 4.89 million units in the fourth quarter of 2026, up 5.5% sequentially, marking the year's strongest quarterly growth despite mounting...
Andy McLean, CEO of the UK Semiconductor Centre (UKSC), told DIGITIMES that strong AI growth is driving demand for energy-efficient processors, high-speed connectivity technologies...
Recent earnings reports from Apple and Intel highlight growing supply-chain strain driven by soaring memory costs and massive AI infrastructure build-outs. DIGITIMES analyst...
Solidigm, a subsidiary of SK Hynix, is considering building a NAND flash wafer fab in the US. Funding and the investment timeline have yet to be settled, but DIGITIMES Intelligence...
DIGITIMES observes that as large language models (LLMs) and agentic AI development become increasingly widespread, it is driving not only significant growth in data center CPU demand...
ASML and TSMC announced plans in September 2026, ahead of the SPIE BACUS symposium, to advance high-numerical-aperture extreme ultraviolet (High NA EUV) lithography by replacing the...
DIGITIMES forecasts that global large-size TFT LCD shipments will reach 910 million units by 2031 as supply expansion slows and panel capacity continues to be restructured. While TV...
Artificial intelligence (AI) is rapidly expanding global semiconductor demand, prompting Taiwan and South Korea to shift from straightforward competition toward cooperation as the...
Global smartphone shipments fell an estimated 14% year-over-year in the first three quarters of 2026, even as the number of new 5G smartphone models rose 18.4%, according to DIGITIMES...
Arm is expanding its business model from licensing Neoverse core IP and compute subsystem (CSS) technologies to selling finished server CPUs for artificial general intelligence (AGI)...
